Forester's PlanRight Updates and Text-to-Sign Process Explained In this informational session led by Bruce Barak, updates to Forester's PlanRight product are detailed, including the transition to text-to-sign for electronic applications and the removal of telephone interviews for eligibility. Discover the various electronic signature methods available and their specific requirements. Bruce also provides a comprehensive overview of the features and application processes for Forester's other life insurance products, emphasizing the convenience and benefits they offer. This session is filled with valuable insights for agents on maximizing efficiency and compliance in their operations.

In this comprehensive presentation, delve into Lincoln Financial's innovative and client-friendly annuity products. Learn about the key principles of simplicity, protection, and growth through their OptiBlend fixed indexed annuity. Explore how trigger strategies provide safe, simple, and predictable returns, and their unique daily risk control strategy that offers exceptional trigger rates. Discover Lincoln's simplified Roth conversion process and the benefits of non-qualified stretch annuities. Ideal for financial professionals seeking to offer clients straightforward and secure investment options.